Evergreen permissions determine what functions can be performed by different staff members. For convenience and consistency, the permissions are organized into groups, which are assigned when staff users are added or their role in the library changes. There are some extra permissions that can be assigned to specific users, and we can customize permissions as needed.
Most permissions are tied to the user’s library — for example, a staff member from one library cannot edit or delete another library’s items
Circulation
Circulation Level 0 : Restricted
Maintain patron records, perform all basic circulation transactions, including checkout, checkin, renewal, place holds and collect money. This permission level cannot perform circulation overrides.
Circulation Level 1: Basic
Adds authorization to cancel holds, override patron and item blocks, change due dates, mark items lost and mark items claimed returned.
Circulation Level 2: Supervisor/admin
Adds authorization to void billings, override renewal limits, override patron has long overdue block, change hold pickup location and hold priority, maintain closed dates, statistical categories, and view cash reports.
Cataloging
Cataloging Level 1: Basic
Create MARC temp records. Create, edit and delete item reconds, delete parts, call number, and call number prefixes and suffixes
Cataloging Level 2: Supervisor/admin
Adds authorization to create/update/delete item templates, item locations, item statistical categories.
Acquisitions
Acquisitions Level 1: Basic
Import on order bib records, view fund information, providers, reports. View/create invoices, selection lists. View/create/receive purchase orders. Create MARC records. Create/update/delete parts, call number records, call number prefixes/suffixes, item records.
Acquisitions Level 2: Supervisor/admin
Adds authorization to claim, maintain funds, funding sources, providers, invoices. Create/update/delete item templates, item locations, item statistical categories.
Serials
Serials Level 1: Basic
Receive serials. Create/update/delete parts, call number records, call number prefixes/suffixes, copy records.
Serials Level 2: Supervisor/admin
Administer subscriptions, streams, MFHD records.
Create/update/delete item templates, item locations, item statistical categories.
Local Administrator
Includes all permissions from the circulation, cataloging, acquisitions and serials permissions groups.
Add-on Permissions
- Batch update items
- Override Long Overdue patron block
- Place multiple holds on a title
- Merge patrons
- Edit Header/Footer links for the library catalog
- Add and manage carousels for the library catalog